Jacobsen Capital Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Buy |
1,301
+57
| +5% | +$13.1K | 0.11% | 76 |
|
|
2025
Q1 | $294K | Buy |
1,244
+20
| +2% | +$4.73K | 0.13% | 70 |
|
|
2024
Q4 | $279K | Buy |
1,224
+23
| +2% | +$5.25K | 0.12% | 71 |
|
|
2024
Q3 | $296K | Buy |
1,201
+7
| +0.6% | +$1.73K | 0.12% | 67 |
|
|
2024
Q2 | $270K | Buy |
1,194
+71
| +6% | +$16.1K | 0.12% | 72 |
|
|
2024
Q1 | $276K | Buy |
1,123
+6
| +0.5% | +$1.48K | 0.13% | 67 |
|
|
2023
Q4 | $274K | Buy |
1,117
+94
| +9% | +$23.1K | 0.14% | 62 |
|
|
2023
Q3 | $208K | Buy |
+1,023
| New | +$208K | 0.11% | 71 |
|
|
2019
Q4 | $663K | Sell |
3,672
-45
| -1% | -$8.13K | 0.66% | 40 |
|
|
2019
Q3 | $602K | Hold |
3,717
| – | – | 0.58% | 43 |
|
|
2019
Q2 | $628K | Buy |
+3,717
| New | +$628K | 0.63% | 41 |
|